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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
AFC
6401
Alpine Fox Capital
Las Vegas,
Nevada
| US$ 211 mi | +US$ 57,3 mi | +37% | 51,2% | – | 21 | 28,57% | 0,5 |
|
| 6402 |
RFP
6402
RCS Financial Planning
Annapolis,
Maryland
| US$ 211 mi | +US$ 18,4 mi | +10% | 10,7% | 48,2% | 105 | 9,52% | 1,9 |
|
| 6403 |
IFPL
6403
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 211 mi | +US$ 27,5 mi | +15% | 14,9% | 63,6% | 41 | 14,63% | 3,3 |
|
| 6404 |
KRW
6404
Kaufman Rossin Wealth
Miami,
Florida
| US$ 211 mi | +US$ 36,6 mi | +21% | 15,1% | – | 116 | 18,97% | 0,9 |
|
| 6405 |
TFP
6405
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 211 mi | +US$ 29 mi | +16% | 21,7% | 101% | 129 | 12,4% | 2,9 |
|
| 6406 |
MAM
6406
McCarthy Asset Management
Redwood Shores,
California
| US$ 211 mi | – | – | 10,1% | – | 29 | – | 3,7 |
|
| 6407 |
KA
6407
Kure Advisory
Plymouth,
Minnesota
| US$ 211 mi | +US$ 27,3 mi | +15% | 8,99% | – | 67 | 23,88% | 1,6 |
|
| 6408 |
WCM
6408
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 211 mi | +US$ 28,5 mi | +16% | 25,5% | 153% | 53 | 15,09% | 4,9 |
|
| 6409 |
SIA
6409
Stegner Investment Associates
Louisville,
Kentucky
| US$ 210 mi | +US$ 27,7 mi | +15% | 16,9% | 84,8% | 31 | 6,45% | 3,6 |
|
| 6410 |
APC
6410
Aristotle Pacific Capital
Newport Beach,
California
| US$ 210 mi | +US$ 87,3 mi | +71% | 0,28% | 1,84% | 5 | 0% | 4,3 |
|
| 6411 |
TCTWM
6411
Three Cord True Wealth Management
Beaver,
Pennsylvania
| US$ 210 mi | +US$ 30,2 mi | +17% | 11,1% | – | 43 | 9,3% | 1 |
|
| 6412 |
BI
6412
Beckerman Institutional
Ocean Grove,
New Jersey
| US$ 210 mi | +US$ 21,9 mi | +12% | 8,57% | – | 127 | 7,09% | 1,5 |
|
| 6413 |
BCPWM
6413
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 210 mi | +US$ 20,1 mi | +11% | 10,3% | – | 224 | 5,36% | 3,4 |
|
| 6414 |
IVGAV
6414
Index Venture Growth Associates V
St. Helier,
Jersey
| US$ 210 mi | +US$ 25,4 mi | +14% | 29,8% | – | 3 | 0% | 0,5 |
|
| 6415 |
BFG
6415
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 210 mi | +US$ 24,2 mi | +13% | 12,4% | 55,5% | 56 | 5,36% | 4,2 |
|
| 6416 |
FIS
6416
Fischer Investment Strategies
Westlake Village,
California
| US$ 210 mi | +US$ 38,2 mi | +22% | 15% | 81% | 52 | 19,23% | 1,1 |
|
| 6417 |
AWMNY
6417
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$ 210 mi | +US$ 24,8 mi | +13% | 13,3% | – | 61 | 14,75% | 1,2 |
|
| 6418 |
AW
6418
Apricus Wealth
Beaufort,
South Carolina
| US$ 210 mi | +US$ 4,27 mi | +2% | 5,14% | 78,8% | 131 | 9,92% | 2,6 |
|
| 6419 |
SC
6419
Shearwater Capital
Denver,
Colorado
| US$ 209 mi | +US$ 18,7 mi | +10% | 11% | 74,4% | 73 | 13,7% | 2,9 |
|
| 6420 |
TIA
6420
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 209 mi | +US$ 38,5 mi | +23% | 32,5% | 167% | 101 | 15,84% | 4,9 |
|
| 6421 |
IF
6421
Integrity Financial
Cheyenne,
Wyoming
| US$ 209 mi | +US$ 8,32 mi | +4% | 14,2% | 66,3% | 318 | 16,35% | 2,4 |
|
| 6422 |
SHFA
6422
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$ 209 mi | +US$ 39,9 mi | +24% | 9,26% | 41,6% | 20 | 25% | 1,2 |
|
| 6423 |
SWMG
6423
Sard Wealth Management Group
Atlanta,
Georgia
| US$ 209 mi | +US$ 25,2 mi | +14% | 11% | 51,3% | 64 | 10,94% | 1,8 |
|
| 6424 |
HI
6424
Humankind Investments
New York
| US$ 209 mi | +US$ 34 mi | +19% | 18,2% | 62,5% | 24 | 25% | 1,3 |
|
| 6425 |
PIA
6425
Panoramic Investment Advisors
Denver,
Colorado
| US$ 209 mi | +US$ 24,1 mi | +13% | 12,9% | – | 145 | 13,1% | 2,2 |
|